Jason Gelman
Langhorne
Summary
Motivated individual with experience in account management, customer service and sales. Skilled in building customer relationships and understanding customer needs.
Overview
8
8
years of professional experience
Work History
Retirement Analyst
BNY Mellon
03.2023 - 09.2023
- Assisted with back office / broker dealer operations.
- Worked with RIA's and financial advisors for asset movement ops.
Enterprise Business Development Representative
Zendesk
01.2022 - 02.2023
- Worked closely with account executives to develop targeted lists, call strategies, and messaging to drive opportunities for new business
- Prospected and connected with inbound leads from MQL's generated by events, webinars
- Conducted high level conversations with Senior Executives in target accounts. 50+ calls per day.
- Researched and built new and existing accounts (i.e Adding contacts, calling, sending emails and qualifying opportunities into Account Executive pipeline)
- Assisted with creation and delivery of product demos, pitch presentations
- Consistently achieved weekly KPIs and monthly sales quotas
- Utilized Salesforce for tracking opportunities and sales cycle.
Retirement Plan Sales Consultant
MassMutual Greater Philadelphia
01.2017 - 02.2021
- Developed new business opportunities and qualified in-bound 401k leads
- Prepared and presented sales proposals to prospective clients through phone, videoconference, email
- Assisted in portfolio composition / mutual fund research
- Produced $2,000,000 annually and exceeded quarterly / annual quotas
- Trained new associates on processes and strategy
- Assisted in 401k plan administration - 5500 filing, annual fiduciary reviews
- Utilization of Salesforce CRM for tracking opportunities and deal progress, meeting notes.
Client Services Representative
Vanguard
05.2016 - 10.2016
- Handled client requests - hardship withdrawals, loans, beneficiary updates, website issues
- Educated clients on retirement plan rules, tax implications, penalties and limits
- Communicated with clients regarding account services, statements, and balances
- Maintained up-to-date knowledge of product and service changes
Digital Marketing Internship
Berkshire Hathaway Realtors
05.2015 - 08.2015
- Assisted real estate practice with digital marketing efforts across website, social media
- Assisted with lead generation for new listings
- Photographed properties in territory for online and paper marketing material
- Increased customer engagement through social media integrations
- Trained employees on Homes.com software
Education
BBA - Entrepreneurship and Innovation Management
Temple University
Philadelphia, PATimeline
Retirement Analyst
BNY Mellon
03.2023 - 09.2023
Enterprise Business Development Representative
Zendesk
01.2022 - 02.2023
Retirement Plan Sales Consultant
MassMutual Greater Philadelphia
01.2017 - 02.2021
Client Services Representative
Vanguard
05.2016 - 10.2016
Digital Marketing Internship
Berkshire Hathaway Realtors
05.2015 - 08.2015
BBA - Entrepreneurship and Innovation Management
Temple University
Similar Profiles
ANKUR WADHEANKUR WADHE
Associate I at Bank of New York Mellon (BNY Mellon)Associate I at Bank of New York Mellon (BNY Mellon)
Vishal TilwaniVishal Tilwani
Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)
Sonali VetalSonali Vetal
Associate Quality Engineer at BNY Mellon TechnologyAssociate Quality Engineer at BNY Mellon Technology